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Robert Half Customer Success Specialist in Santa Barbara, California


The Client Service Associate will help us deliver excellent service to clients and support. You will support the Managing Partner in clerical support and delivering outstanding client service. The role requires someone who has fantastic communication skills and likes talking to customers, a desire to learn about and grow in the financial services industry, and a passion for personal development. The ideal candidate will be positive, organized, detail-oriented, motivated and have the ability to change course quickly. This is a part time position with a schedule of Wednesday - Friday 7:30am-4:00pm.

• Work with clients and colleagues to ensure proper account opening procedures and documentation

• Schedule and prepare for client meetings; enter and maintain client data in software, prepare reports and other deliverables

• Maintain thorough notes from client meetings

• Assist with day-to-day client service requests; proactively resolve clients’ issues and concerns and provide quotes and account related information

• Administrative duties such as handling telephones, mailing, filing and processing forms

• Comply with all industry rules, regulations and firm policies


Administrative Assistance, Scheduling, Data Entry, Account Management, Customer Service

• Bachelor’s Degree Required; Finance or Business degree preferred

• Proficiency in Microsoft Word, Excel & PowerPoint

• Excellent attention to detail, solid follow-up skills, and the ability to think strategically and solve problems

• Superior interpersonal, organizational and client service skills; work effectively in a highly collaborative team environment

• Skilled at planning, organizing, prioritizing and executing simultaneous projects and activities; proven ability to work under pressure and adapt quickly to change

• Strong computer skills; ability to quickly learn new software

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit for more information.

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